Bowhead Specialty Holdings Inc.

NYSE:BOW 주식 리포트

시가총액: US$841.6m

Bowhead Specialty Holdings 경영진

경영진 기준 점검 3/4

Bowhead Specialty Holdings CEO는 Stephen Sills, Sep2020 에 임명되었습니다 의 임기는 5.75 년입니다. 총 연간 보상은 $4.31M, 15.7% 급여 및 84.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $38.04M 가치에 해당하는 회사 주식의 4.52% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.8 년과 2.1 년입니다.

핵심 정보

Stephen Sills

최고경영자

US$4.3m

총 보수

CEO 급여 비율15.66%
CEO 재임 기간5.8yrs
CEO 지분 보유율4.5%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간2.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 01

BOW: Higher Fair Value And P E Multiple Should Support Future Upside

Analysts have raised their price target for Bowhead Specialty Holdings to $31.43 from $29.86, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and forward P/E estimates. What's in the News No recent news items, periodicals, or key developments were provided for Bowhead Specialty Holdings as of 1 Jun 2026.
분석 기사 May 08

Bowhead Specialty Holdings Inc. Just Recorded A 19% EPS Beat: Here's What Analysts Are Forecasting Next

A week ago, Bowhead Specialty Holdings Inc. ( NYSE:BOW ) came out with a strong set of first-quarter numbers that could...
내러티브 업데이트 May 01

BOW: Stable Discount Rate And Higher Future P E Multiple Should Support Upside

Analysts have modestly raised their price target on Bowhead Specialty Holdings to $29.86. This reflects updated assumptions for profit margin and a slightly higher future P/E multiple, while keeping the fair value estimate steady.
내러티브 업데이트 Apr 15

BOW: Stable Discount Rate And Improved Margin Outlook Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by about $1.43 per share to reflect slightly adjusted assumptions around fair value, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: trimmed from $31.29 to $29.86 per share, a modest downward adjustment to the estimated intrinsic value.
내러티브 업데이트 Apr 01

BOW: Unchanged Discount Rate And Stable P/E Will Support Upside Potential

Analysts reaffirmed their $31.29 price target for Bowhead Specialty Holdings, citing largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining their view. Valuation Changes Fair Value: The $31.29 estimate is unchanged, reflecting stable inputs across the model.
내러티브 업데이트 Mar 17

BOW: Stable Assumptions And Future P/E Will Support Upside Potential

Narrative Update on Bowhead Specialty Holdings The analyst price target for Bowhead Specialty Holdings remains unchanged at $31.29, with analysts maintaining their view based on steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: $31.29 remains unchanged, indicating no adjustment to the core valuation estimate.
새로운 내러티브 Mar 14

Digital Underwriting Strength Will Drive Long Term Value For This Specialty Insurer

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, delivered through craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Mar 03

BOW: Higher Growth Outlook And Lower Multiple Will Support Upside Potential

Analysts have reduced their price target on Bowhead Specialty Holdings by $3 to reflect a slightly lower fair value estimate of $31.29, as they balance updated assumptions for revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: Reduced from $34.29 to $31.29, a modest cut that brings the implied upside closer to current market pricing.
새로운 내러티브 Feb 28

Digital Underwriting And Casualty Market Tailwinds Will Support A Steady Future Earnings Profile

Catalysts About Bowhead Specialty Holdings Bowhead Specialty Holdings is a specialty insurer focused on casualty, professional liability and healthcare liability, supported by both craft and digital underwriting models. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Feb 17

BOW: New Co Lead Underwriter Will Support Upcoming Fixed-Income Offering

Analysts have made only a minor adjustment to their price target for Bowhead Specialty Holdings, keeping fair value effectively unchanged at about $34.29. Small tweaks to the discount rate and forward P/E assumptions offset each other in their models.
내러티브 업데이트 Feb 03

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts have kept their price target for Bowhead Specialty Holdings steady at US$34.29, reflecting unchanged views on fair value, growth, margins, and future P/E assumptions, despite minor technical adjustments in the underlying model inputs. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, indicating a change in the underwriting group for this deal (Key Developments).
내러티브 업데이트 Jan 20

BOW: Fixed-Income Offering And New Co Lead Underwriter Will Support Upside

Analysts now see slightly lower upside for Bowhead Specialty Holdings, trimming their price target to US$34.29 from about US$34.86 as they factor in updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned US$150 million fixed income offering (Key Developments).
내러티브 업데이트 Jan 05

BOW: Fixed-Income Offering And Underwriter Addition Will Support Future Upside

Analysts have nudged their price target for Bowhead Specialty Holdings slightly higher, with a modest uplift that reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News J.P. Morgan Securities LLC has been added as a Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering.
내러티브 업데이트 Dec 15

BOW: Fixed-Income Offering Will Support Future Upside Potential

Analysts have modestly raised their price target on Bowhead Specialty Holdings by approximately 1 percent to about $34.57, citing slightly stronger expected revenue growth that more than offsets a marginally lower profit margin outlook and a higher assumed future P/E multiple. What's in the News J.P. Morgan Securities LLC has been added as Co Lead Underwriter for Bowhead Specialty Holdings Inc.'s planned $150 million fixed income offering, reinforcing placement capacity in upcoming debt issuance (Key Developments).
내러티브 업데이트 Dec 01

BOW: Fixed-Income Offering And Margin Outlook Will Support Future Upside

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $35.17 to $34.57. They cite modest decreases in projected revenue growth and profit margins as the primary factors for this adjustment.
내러티브 업데이트 Nov 17

BOW: Rising Discount Rate Will Drive Increased Future Returns

Analysts have slightly reduced their price target for Bowhead Specialty Holdings from $35.67 to $35.17, citing modest shifts in revenue growth projections and profitability assumptions. Valuation Changes The Fair Value Estimate has decreased slightly from $35.67 to $35.17.
내러티브 업데이트 Nov 01

BOW: Follow-On Equity Offering Completion Will Drive Future Market Opportunities

Analysts have maintained their price target for Bowhead Specialty Holdings at $35.67 per share. This reflects consistent expectations for the company's financial performance, based on stable key assumptions in the latest review.
내러티브 업데이트 Oct 17

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have revised their price target for Bowhead Specialty Holdings downward from $38.33 to $35.67 per share, citing slightly slower projected revenue growth as the key reason for the adjustment. What's in the News Bowhead Specialty Holdings filed a follow-on equity offering, making 2,000,000 shares of common stock available.
내러티브 업데이트 Oct 03

Digital Underwriting And Automation Will Redefine Specialty Risk Solutions

Analysts have slightly lowered their price target for Bowhead Specialty Holdings from $39.17 to $38.33. They cite modestly reduced revenue growth expectations and a lower projected future price-to-earnings ratio.
User avatar
새로운 내러티브 Jun 01

Baleen Underwriting Will Unlock Specialty Insurance Opportunities

Investment in proprietary technology and data analytics is driving efficient underwriting and margin improvement while supporting premium growth.

CEO 보수 분석

Stephen Sills의 보수는 Bowhead Specialty Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$58m

Dec 31 2025US$4mUS$675k

US$54m

Sep 30 2025n/an/a

US$53m

Jun 30 2025n/an/a

US$49m

Mar 31 2025n/an/a

US$43m

Dec 31 2024US$5mUS$669k

US$38m

보상 대 시장: Stephen의 총 보수(USD4.31M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.69M) 수준입니다.

보상과 수익: Stephen의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Stephen Sills (78 yo)

5.8yrs
재임 기간
US$4,309,280
보수

Mr. Stephen Jay Sills is the Founder of Bowhead Specialty Holdings Inc. He serves as CEO at Bowhead Insurance Company, Inc. and serves as its Treasurer and Director. He serves as Chief Executive Officer, P...


리더십 팀

이름직위재임 기간보수지분
Stephen Sills
Founder5.8yrsUS$4.31m4.52%
$ 38.0m
Brad Mulcahey
CFO & Treasurer3.8yrsUS$1.20m0.26%
$ 2.2m
David Newman
Chief Underwriting Officer2.4yrsUS$1.38m0.75%
$ 6.3m
Steven Feltner
Chief Operating Officerno data데이터 없음데이터 없음
Shirley Yap
Chief Accounting Officer & Head of IRno data데이터 없음0.18%
$ 1.5m
Bob Spina
Chief Information Officerno data데이터 없음데이터 없음
H. Crusey
General Counsel & Secretaryno data데이터 없음데이터 없음
Anna Romano
Head of Marketingno data데이터 없음데이터 없음
Joshua Hyman
Head of Human Resourcesno data데이터 없음데이터 없음
Brandon Mezick
Head of Digital Underwritingno data데이터 없음데이터 없음
Patricia Fitzgerald
Head of Distributionno data데이터 없음데이터 없음
Dan Gamble
Head of Professional Liabilityno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
71yo
평균 나이

경험이 풍부한 관리: BOW의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Stephen Sills
Founder5.8yrsUS$4.31m4.52%
$ 38.0m
H. Crusey
General Counsel & Secretaryno data데이터 없음데이터 없음
David Foy
Independent Director2.1yrsUS$210.76k0.031%
$ 258.5k
Matthew Botein
Chairman of the Board2.1yrs데이터 없음데이터 없음
Angela Brock-Kyle
Independent Director2.1yrsUS$161.52k0.13%
$ 1.1m
Fabian Fondriest
Director2.1yrsUS$161.52k0.15%
$ 1.3m
Price Lowenstein
Directorless than a yearUS$80.00k0.010%
$ 86.2k
David Holman
Director2.1yrsUS$155.34k0.017%
$ 146.5k
Ava Schnidman
Independent Director1.7yrsUS$160.76k0.022%
$ 186.4k
Itzhak Cohen
Director2.1yrs데이터 없음데이터 없음
Troy Van Beek
Director2.1yrs데이터 없음데이터 없음
Thomas Baker
Independent Director2.1yrsUS$160.76k0.031%
$ 258.5k
2.1yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: BOW의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.1 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 10:26
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Bowhead Specialty Holdings Inc.는 8명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew CarlettiCitizens JMP Securities, LLC
Pablo Augusto SingzonJ.P. Morgan
Jamminder BhullarJ.P. Morgan